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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | El Segundo | CA | 10/2016 | 01/2024 |
| Extended Travel | El Segundo | CA | 06/2016 | 09/2016 |
| Osaic Wealth, Inc. | Yorba Linda | CA | 01/2024 | Present |
1. WEBER WEALTH ADVISORS POSITION: Registered Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 05/11/2020 ADDRESS: 22800 Savi Ranch Pkwy, Yorba Linda CA 92887, United States DESCRIPTION: All duties of a registered representative. This is a marketing name for the services we preform with Woodbury Financial Services. 2. KYLE WEBER, MARK WEBER, VIOLETA WEBER POSITION: Airbnb house NATURE: Single family house in Tempe AZ held in the trust of Mark and Violeta Weber and Kyle Weber as individual. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 726 w. 19th st., Tempe AK 85281, United States DESCRIPTION: This is an Airbnb house in Tempe Arizona. We have a manager who handles all the inquiries and reservations. This manager deals with any tenant issues and repairs to the property. 3. AIR BNB POSITION: Owner NATURE: This is a rental property listed on Airbnb. This will be managed by property manager. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 375 Glen Drive, Greenehaven AZ 86040, United States DESCRIPTION: Keeping an updated expense report and filing taxes. 4. AIRBNB POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/30/2025 ADDRESS: 545/555 N. Anasazi Dr., Page AZ 86040, United States DESCRIPTION: Two properties will by built on lots 545 and 555. we have a manager who will oversee the building and report to me. This project will start in May and end in November. These properties will be turned into two separate Airbnbs and will be managed by an outside group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-05 |
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